Kestra Advisory Services, LLC
AUSTIN TX · SEC CIK 0001830819
$264.25亿2026Q1 申报市值
3,116持仓数
17.1%前十大占比 · 第一大 3.0%
92 / 1341新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AAPL 加仓+$8,287.08万
QQQ 加仓+$8,246.98万
SGOV 加仓+$5,414.02万
VTI 加仓+$5,379.82万
VISN 加仓+$5,345.70万
2026Q1 卖出最多 按季末市值估算
QUAL 减仓-$5,451.49万
BUFR 减仓-$2,412.60万
PH 减仓-$1,424.69万
JCPB 减仓-$1,157.57万
FTGS 减仓-$1,074.90万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| KFY | KORN FERRY | $77.97万 | 0.00% | 12,387 | -164 | -1.3% | -$1.03万 | 减仓 |
| AG | FIRST MAJESTIC SILVER CORP | $77.94万 | 0.00% | 36,286 | -10,907 | -23.1% | -$23.43万 | 减仓 |
| — | MFS CHARTER INCOME TR | $77.85万 | 0.00% | 128,467 | 27,091 | 26.7% | $16.42万 | 加仓 |
| GPN | GLOBAL PMTS INC | $77.83万 | 0.00% | 11,564 | 703 | 6.5% | $4.73万 | 加仓 |
| STM | STMICROELECTRONICS N V | $77.79万 | 0.00% | 22,515 | 3,125 | 16.1% | $10.80万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $77.43万 | 0.00% | 46,160 | 16 | 0.0% | $268 | 加仓 |
| EQAL | INVESCO EXCH TRADED FD TR II | $77.43万 | 0.00% | 14,053 | -869 | -5.8% | -$4.79万 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $77.11万 | 0.00% | 17,262 | -513 | -2.9% | -$2.29万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $76.98万 | 0.00% | 40,672 | 40,672 | — | $76.98万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $76.85万 | 0.00% | 81,069 | 14,584 | 21.9% | $13.83万 | 加仓 |
| SYBT | STOCK YDS BANCORP INC | $76.61万 | 0.00% | 11,557 | -219 | -1.9% | -$1.45万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $76.52万 | 0.00% | 12,009 | 488 | 4.2% | $3.11万 | 加仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $76.52万 | 0.00% | 101,759 | 37,331 | 57.9% | $28.07万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $76.42万 | 0.00% | 23,238 | -40 | -0.2% | -$1,315 | 减仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $76.41万 | 0.00% | 10,525 | -1,345 | -11.3% | -$9.77万 | 减仓 |
| IEO | ISHARES TR | $76.39万 | 0.00% | 6,116 | 2,612 | 74.5% | $32.62万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $76.39万 | 0.00% | 6,651 | -406 | -5.8% | -$4.66万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $76.38万 | 0.00% | 1,288 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $76.35万 | 0.00% | 29,745 | 11,298 | 61.2% | $29.00万 | 加仓 |
| XPO | XPO INC | $76.33万 | 0.00% | 3,924 | 3,233 | 467.9% | $62.89万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $76.32万 | 0.00% | 19,333 | 10,373 | 115.8% | $40.95万 | 加仓 |
| JETS | ETF SER SOLUTIONS | $76.30万 | 0.00% | 30,979 | 4,001 | 14.8% | $9.85万 | 加仓 |
| — | OAK VY BANCORP OAKDALE CALIF | $76.27万 | 0.00% | 23,519 | 22,118 | 1,578.7% | $71.73万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $76.16万 | 0.00% | 18,033 | 9,276 | 105.9% | $39.17万 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $75.90万 | 0.00% | 34,471 | 2,888 | 9.1% | $6.36万 | 加仓 |
| SPBO | SPDR SERIES TRUST | $75.89万 | 0.00% | 26,142 | 1,624 | 6.6% | $4.71万 | 加仓 |
| RL | RALPH LAUREN CORP | $75.79万 | 0.00% | 2,203 | -67 | -3.0% | -$2.30万 | 减仓 |
| — | CALAMOS LNG SHR EQT DYNAMIC | $75.33万 | 0.00% | 55,513 | -193 | -0.3% | -$2,619 | 减仓 |
| — | PIMCO GLOBAL STOCKSPLS INCM | $75.30万 | 0.00% | 90,397 | 511 | 0.6% | $4,257 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $75.13万 | 0.00% | 2,498 | -1,352 | -35.1% | -$40.66万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $74.81万 | 0.00% | 41,909 | -2,798 | -6.3% | -$4.99万 | 减仓 |
| RISR | TIDAL TRUST I | $74.60万 | 0.00% | 20,596 | -3,513 | -14.6% | -$12.72万 | 减仓 |
| SHE | SPDR SERIES TRUST | $74.60万 | 0.00% | 5,837 | -5 | -0.1% | -$639 | 减仓 |
| GMED | GLOBUS MED INC | $74.48万 | 0.00% | 8,644 | 69 | 0.8% | $5,945 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $74.39万 | 0.00% | 3,222 | -4 | -0.1% | -$924 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $74.28万 | 0.00% | 9,941 | 3,371 | 51.3% | $25.19万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $74.27万 | 0.00% | 29,001 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $74.19万 | 0.00% | 15,154 | 13,307 | 720.5% | $65.15万 | 加仓 |
| — | COHEN & STEERS SELECT PFD & | $74.19万 | 0.00% | 38,261 | 600 | 1.6% | $1.16万 | 加仓 |
| PPG | PPG INDS INC | $74.16万 | 0.00% | 6,938 | -39 | -0.6% | -$4,168 | 减仓 |
| WCC | WESCO INTL INC | $74.10万 | 0.00% | 2,708 | -480 | -15.1% | -$13.13万 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $73.98万 | 0.00% | 15,562 | -880 | -5.4% | -$4.18万 | 减仓 |
| DIV | GLOBAL X FDS | $73.89万 | 0.00% | 39,094 | -163,948 | -80.7% | -$309.86万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $73.88万 | 0.00% | 23,634 | -2,017 | -7.9% | -$6.31万 | 减仓 |
| — | WISDOMTREE TR | $73.75万 | 0.00% | 23,638 | -695 | -2.9% | -$2.17万 | 减仓 |
| FDV | FEDERATED HERMES ETF TRUST | $73.56万 | 0.00% | 23,882 | -225 | -0.9% | -$6,930 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $73.50万 | 0.00% | 66,454 | -11,228 | -14.5% | -$12.42万 | 减仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $73.44万 | 0.00% | 35,482 | 1,969 | 5.9% | $4.08万 | 加仓 |
| — | VIRTUS CONVERTIBLE & INCOME | $73.39万 | 0.00% | 49,322 | -157 | -0.3% | -$2,336 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $73.14万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $72.77万 | 0.00% | 16,967 | -2,307 | -12.0% | -$9.89万 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $72.72万 | 0.00% | 19,788 | 336 | 1.7% | $1.23万 | 加仓 |
| TTD | THE TRADE DESK INC | $72.37万 | 0.00% | 31,893 | -332 | -1.0% | -$7,533 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $72.33万 | 0.00% | 7,151 | 1,979 | 38.3% | $20.02万 | 加仓 |
| — | STEALTHGAS INC | $72.25万 | 0.00% | 78,700 | 0 | 0.0% | — | 不变 |
| PID | INVESCO EXCHANGE TRADED FD T | $72.24万 | 0.00% | 32,475 | -255 | -0.8% | -$5,673 | 减仓 |
| KRC | KILROY REALTY CORP | $72.24万 | 0.00% | 25,128 | -3,039 | -10.8% | -$8.74万 | 减仓 |
| VGUS | VANGUARD INSTL INDEX FD | $72.21万 | 0.00% | 9,543 | 4,103 | 75.4% | $31.04万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $71.82万 | 0.00% | 10,275 | 572 | 5.9% | $4.00万 | 加仓 |
| IBMQ | ISHARES TR | $71.79万 | 0.00% | 28,120 | 10,057 | 55.7% | $25.68万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $71.76万 | 0.00% | 9,485 | 2,953 | 45.2% | $22.34万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $71.54万 | 0.00% | 1,100 | -1,100 | -50.0% | -$71.54万 | 减仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $71.31万 | 0.00% | 9,282 | 5,433 | 141.2% | $41.74万 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $71.30万 | 0.00% | 1,362 | -218 | -13.8% | -$11.41万 | 减仓 |
| CG | CARLYLE GROUP INC | $71.26万 | 0.00% | 14,726 | -911 | -5.8% | -$4.41万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $71.17万 | 0.00% | 22,754 | 2,384 | 11.7% | $7.46万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $71.05万 | 0.00% | 7,858 | 444 | 6.0% | $4.01万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $71.01万 | 0.00% | 13,180 | -1,674 | -11.3% | -$9.02万 | 减仓 |
| IQDG | WISDOMTREE TR | $70.88万 | 0.00% | 17,658 | -296 | -1.6% | -$1.19万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $70.84万 | 0.00% | 25,058 | -16,017 | -39.0% | -$45.28万 | 减仓 |
| ARCB | ARCBEST CORP | $70.83万 | 0.00% | 7,202 | 760 | 11.8% | $7.47万 | 加仓 |
| — | SYMMETRY PANORAMIC TR | $70.59万 | 0.00% | 28,309 | 723 | 2.6% | $1.80万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $70.30万 | 0.00% | 29,676 | 12,083 | 68.7% | $28.62万 | 加仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $69.85万 | 0.00% | 31,537 | 28,549 | 955.5% | $63.24万 | 加仓 |
| SNPE | DBX ETF TR | $69.85万 | 0.00% | 11,729 | -1,773 | -13.1% | -$10.56万 | 减仓 |
| LYFT | LYFT INC | $69.80万 | 0.00% | 52,485 | -102,164 | -66.1% | -$135.88万 | 减仓 |
| SOLV | SOLVENTUM CORP | $69.66万 | 0.00% | 10,667 | 1,688 | 18.8% | $11.02万 | 加仓 |
| SYM | SYMBOTIC INC | $69.58万 | 0.00% | 13,079 | 5,348 | 69.2% | $28.45万 | 加仓 |
| — | ISHARES U S ETF TR | $69.57万 | 0.00% | 26,620 | 846 | 3.3% | $2.21万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $69.53万 | 0.00% | 31,350 | 14,325 | 84.1% | $31.77万 | 加仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $69.53万 | 0.00% | 12,732 | -1,188 | -8.5% | -$6.49万 | 减仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $69.51万 | 0.00% | 10,087 | 1,653 | 19.6% | $11.39万 | 加仓 |
| TFI | SPDR SERIES TRUST | $69.48万 | 0.00% | 15,325 | -4,452 | -22.5% | -$20.19万 | 减仓 |
| VEEV | VEEVA SYS INC | $69.34万 | 0.00% | 3,948 | -3,091 | -43.9% | -$54.29万 | 减仓 |
| QDF | FLEXSHARES TR | $69.21万 | 0.00% | 8,751 | -522 | -5.6% | -$4.13万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $69.18万 | 0.00% | 23,301 | -114 | -0.5% | -$3,385 | 减仓 |
| ORI | OLD REP INTL CORP | $69.08万 | 0.00% | 17,312 | 5,748 | 49.7% | $22.94万 | 加仓 |
| KRG | KITE REALTY GROUP TRUST | $69.02万 | 0.00% | 28,114 | -6,010 | -17.6% | -$14.75万 | 减仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $68.94万 | 0.00% | 31,253 | 28,075 | 883.4% | $61.93万 | 加仓 |
| ONON | ON HLDG AG | $68.88万 | 0.00% | 20,246 | 1,014 | 5.3% | $3.45万 | 加仓 |
| — | CALAMOS DYNAMIC CONV & INCOM | $68.77万 | 0.00% | 32,209 | 6,635 | 25.9% | $14.17万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $68.53万 | 0.00% | 19,047 | 1,782 | 10.3% | $6.41万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $68.38万 | 0.00% | 4,985 | -5,566 | -52.8% | -$76.35万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $68.14万 | 0.00% | 4,770 | -480 | -9.1% | -$6.86万 | 减仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $68.03万 | 0.00% | 34,393 | 2,518 | 7.9% | $4.98万 | 加仓 |
| XHB | SPDR SERIES TRUST | $67.99万 | 0.00% | 6,887 | 3,260 | 89.9% | $32.18万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $67.98万 | 0.00% | 23,042 | 2,021 | 9.6% | $5.96万 | 加仓 |
| PTMC | PACER FDS TR | $67.97万 | 0.00% | 18,587 | 2,945 | 18.8% | $10.77万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $67.87万 | 0.00% | 5,228 | -34,391 | -86.8% | -$446.49万 | 减仓 |
| ISCG | ISHARES TR | $67.87万 | 0.00% | 12,386 | 3,730 | 43.1% | $20.44万 | 加仓 |